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Media & Comm, editor's picks: Nvidia's Mellanox deal; China in 5G race


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Media & Comm, editor's picks: Nvidia's Mellanox deal; China in 5G race

Here are the editor's top picks for the week.

SXSW: Instagram founders critical of sweeping antitrust regulation in tech

While there is a considerable amount of animosity against big tech firms, and their reach is expansive, breaking up those firms requires a "nuanced" approach, Instagram Inc. founders Mike Krieger and Kevin Systrom said during a March 11 South by Southwest, or SXSW, keynote talk. The problems with growth and consolidation in tech cover a wide range of issues, whether it's Inc. white labeling products to compete with vendors on its marketplace, the social media dominance of Facebook Inc. through its acquisitions of Instagram and WhatsApp Inc., or Apple Inc. allowing one app store for its device downloads, the pair said.

Conference Chatter: Zucker: Turner to remain a premium sports player, eyes emerging opportunities

Two weeks ago, almost no one expected CNN (US) boss Jeff Zucker to be among the key presenters at March Madness Media Day, including, by his own admission, Zucker himself. But on March 12, the newly minted head of news and sports for WarnerMedia found himself facing a barrage of questions about the company's sports programming future.

Nvidia's $6.9B deal to buy Mellanox marks enterprise diversification play

Nvidia Corp.'s proposed $6.9 billion deal to acquire Mellanox Technologies Ltd. is a play to diversify into higher-margin enterprise markets as Nvidia looks to capitalize on growing opportunities in artificial intelligence and the cloud, analysts said. Mellanox is a dominant player in the data center networking market, so while the deal would mark Nvidia's biggest acquisition to date, it is also considered a safe bet by analysts.

Spectrum, infrastructure expected to give China early lead in 5G race

In the global race to deploy next-generation 5G wireless networks, some industry analysts have already declared China the winner, though experts are divided over the potential financial and political implications. A new report from Fitch Solutions, a unit of the financial information services firm Fitch Group Inc. finds Chinese companies are "firmly in the lead" on 5G compared to the U.S. and other international markets.

Data Dispatch: Disappearing dividends deepen divide between AT&T, Verizon and smaller telcos

Asked about the outlook for continued dividends from telcos, industry analyst Gary Kim said, "Safe, steady dividend growth does not seem sustainable for most service providers going forward." AT&T Inc. and Verizon Communications Inc., however, may remain the exception.